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1. [pdf] What's New July 6 2017
2. [pdf] Another reason to invest with Equitable
3. [pdf] Investment Direction - Legacy
4. [pdf] S&R Supply Order Form
5. 2022 Holiday Hours The Holiday season brings thoughts of gratitude, and there is no better time to express our thanks and sincere appreciation for your dedication and commitment to Equitable Life.
    
   Thank you for your support this past year and for trusting Equitable Life with your Individual Insurance and Savings & Retirement business. Happy Holidays!
   
   Customer Service Holiday Hours
   • Friday, December 23, 2022 - 8:30 a.m. – 7:30p.m. ET
   • Monday, December 26, 2022 – CLOSED
   • Tuesday, December 27, 2022 – CLOSED
   • December 28, 29 and 30, 2022 - 8:30 a.m. – 7:30 p.m. ET
   Individual Insurance
   • We will continue to process business as usual on all regular business days up to year end.
   Savings & Retirement
   • To settle on December 23, 2022, the transaction must be received that day by 11:00 a.m. ET
   • To settle on December 30, 2022, the transaction must be received that day by 11:00 a.m. ET
   Please note that all requirements must be received in Head Office by the above dates to guarantee settlement for year end.
6. Responsible investing classification on Equitable Life Pivotal Select funds

   Recently, the Canadian Investment Funds Standards Committee (CIFSC) classified responsible investing funds under its RI identification framework. The goal of the framework is to help investors and advisors identify and compare responsible investing funds.
   
   We’re pleased to share that the following funds have been assigned multiple responsible investment classifications:

   •   Equitable Life NASDAQ 100 ESG Index Fund Select

   •   Equitable Life S&P 500 ESG Index Fund Select

   •   Equitable Life S&P/TSX Composite ESG Index Fund Select

   •   Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund Select

   •   Equitable Life Fidelity® Climate Leadership Balanced Fund Select

   •   Equitable Life Fidelity® Climate Leadership Fund Select

    

   You can find the new responsible investment classifications for our funds by visiting our Fund Information webpage. After selecting a fund with the “Sustainable Investment” icon, the classifications can be found on the right side of the webpage or fund profile PDF:

    
   ™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.
    

   Posted: June 26, 2023

7. Updates to Guaranteed Interest Account Applications
   New versions of the Guaranteed Interest Account (GIA) contract/applications will be available on July 20, 2024. The current versions can be used until July 19, 2024. GIA applications signed on or before July 19, 2024 must be received at Equitable® no later than July 26, 2024.  
   
   
    

   Changes will be made to the commission schedules (schedule A and B) on or around July 20, 2024. These changes include: 

   • an improved layout and formatting to improve readability, and  

   • decreases to the Daily Interest Account and Guaranteed Interest Account commissions. 

    

   To review the commission schedules, please login to EquiNet. Once you have logged in, you can access the commissions schedules by selecting “Contracting/Compensation” and selecting the “Compensation” option.  
    
   If you have any questions, please contact your Director, Investment Sales. 
   
   Posted July 18, 2024

8. 2025 Holiday hours Individual Insurance
   Thank you for your trust and partnership with Equitable. Wishing you a joyful holiday season and a successful year ahead.
   
   Client Care Centre holiday hours
   Dec 24, 2025: 8:30 a.m. – 3:00 p.m. ET
   Dec 25–26, 2025: CLOSED
   Dec 29–31, 2025: 8:30 a.m. – 7:30 p.m. ET
   Jan 1, 2026: CLOSED
   
   Individual Insurance deadlines
    • Underwriting evidence due: Dec 10, 2025
    • Final settle documents due: Dec 22, 2025
    • Policy settlement by: Dec 30, 2025
   
   
   
   
   Field Payroll
    • Second last pay period: Dec 17–23, 2025 (Statements Dec 24)
    • Last pay period: Dec 24–31, 2025 (Statements Jan 2, 2026)
    • First pay of 2026: Jan 1–6, 2026 (Statements Jan 7)
   
   Note: All requirements must be received by Head Office by the above dates to guarantee year-end settlement. Late submissions will be processed as quickly as possible, but settlement by year-end cannot be guaranteed.
   
   Looking for Individual Wealth holiday hours? Please click here.
    
9. [pdf] Protecting your plan
10. [pdf] Pre-Authorized Debit (PAD)